Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WHITE CASTLE MANAGEMENT CO5 years Service code 14 · EIN 31-1317049 | Plan Administrator | $39,720 |
AON CONSULTING7 years Service code 26 · EIN 23-2293237 | Advisory (Participants) | $23,609 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,464 |
GBQ PARTNERS10+ years Service code 10 · EIN 20-2122306 | Accounting | $14,800 |
Service code 29 · EIN 31-4373657 321 N CLARK ST #400 · CHICAGO, IL 60654 | Legal | $4,091 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,625 | $31,741+15.4% | $56,411-35.1% | $199,593-81.7% |
| Participation rate | 100.0% | 32.3%+67.7pp | 52.5%+47.5pp | 72.0%+28.0pp |
| Annual return | 13.63% | 14.72%-1.1pp | 1701.33%-1687.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,039-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $1,184-100.0% | $1,952-100.0% | $5,087-100.0% |
| Admin fee / account holder | $24 | $426-94.3% | $2,829-99.1% | $269-90.9% |